All change for DB transfers - Issue 11
Over one-third of transfer quotations paid out for the first time – but quotation requests fall.
My name is Clive and I am a pensions actuary with over 10 years' experience.
I advise a wide range of trustees and pension scheme sponsors, with particular experience in helping clients manage their PPF levies, negotiate funding valuations and with their financial reporting requirements.
I am a liability management specialist and I have helped a number of large schemes reduce costs and risks by implementing and communicating new member options.
Clive repeatedly provides excellent feedback and assistance on a number of technical matters.
My viewpoint
Support your DB members at retirement with access to robust financial advice
In this blog, Clive Harrison asks questions of DB transfers following a record year of transfer activity. How do we know that the right members are transferring? And how do we protect members from making ill informed decisions when it comes to their DB pension options?
Related publications
Survey - How generous are transfer values?
In this survey we explain what the FCA's new Transfer Value Comparator (TVC) is, and reveal the findings of our research which surveyed 200 defined benefit pension schemes.
Survey - How do DB schemes communicate with members?
In this survey we look at what retirement options DB pension schemes offer, and how they are communicated to members.
How I can help
Actuarial advice
We provide individual and high quality actuarial advice, taking a collaborative approach between trustees, employer and advisers, to ensure a focus on good member outcomes.
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Managing corporate change
We help both trustees and sponsors prepare for and deal with corporate change.
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Pensions strategy
We work closely with our clients to understand their pension scheme objectives and implement effective and creative strategies to achieve them.
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